Skip to content
Log inSign up
Templates
Create project and schedule install from form submission

Create project and schedule install from form submission

Your sales form submissions lack project records, calendar slots, or owners, which delays technician prep and billing. This creates the project, event, files, and tasks so teams are ready same day.

Create project and schedule install from form submission

Overview

When installation requests arrive as form submissions, manual handoffs and scheduling slow your small team's delivery and billing. This workflow converts each submission into a project, calendar event, and assigned tasks so your design and field teams are ready same day and handoffs are standardized.

Create project and schedule install from form submission